BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45M 0.31%
531,813
-12,907
127
$44.7M 0.31%
253,234
-62,979
128
$44.6M 0.31%
257,772
-730
129
$44.6M 0.31%
273,908
+268,966
130
$44.4M 0.31%
10,549
+926
131
$44.1M 0.31%
512,838
-13,346
132
$44M 0.31%
258,631
+47,908
133
$43.3M 0.3%
229,208
-5,664
134
$43.3M 0.3%
129,655
-28,296
135
$42.3M 0.29%
221,800
+140,760
136
$42.3M 0.29%
527,060
-13,305
137
$41.8M 0.29%
643,344
-414,984
138
$41.8M 0.29%
+579,538
139
$41.3M 0.29%
187,479
-145,134
140
$41.1M 0.29%
1,351,439
-871,038
141
$39.6M 0.28%
471,338
+3,441
142
$39.5M 0.27%
+282,602
143
$39.1M 0.27%
682,616
+239,321
144
$39.1M 0.27%
1,332,684
+115,924
145
$38.8M 0.27%
469,327
-122,766
146
$38.6M 0.27%
196,145
-4,169
147
$37.8M 0.26%
214,145
-381,897
148
$37.8M 0.26%
48,769
-12,883
149
$37.3M 0.26%
211,414
-1,317
150
$37.3M 0.26%
300,552
+26,147
4 5
6
7 8